Inactive

Andrew Michael Almeida

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Current Employers

Xypn Sapphire

24 E. Main Street, Bozeman, MT 59715 • United States

Current Registrations

Authority	Category	Status	Date
MT	RA	APPROVED	2025-03-06
NY	RA	APPROVED	2025-03-06

MT RA
APPROVED

Since 2025-03-06
NY RA
APPROVED

Since 2025-03-06

Branch Locations

Sayville, NY • United States

24 E. Main Street, Bozeman, MT 59715 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
City National Bank	New York	NY	07/2014	03/2017
Almeida Investment Management	New York	NY	03/2017	02/2025
Xypn Invest	Bozeman	MT	02/2025	Present

07/2014 → 03/2017

City National Bank

New York, NY
03/2017 → 02/2025

Almeida Investment Management

New York, NY
02/2025 → Present

Xypn Invest

Bozeman, MT

Previous Registrations

2023-01-11 → 2023-12-31

Go Cio

New York, NY
2020-09-02 → 2022-12-31

Go Cio

New York, NY
2019-10-04 → 2019-11-08

Goalvest Advisory Llc

New York, NY
2014-07-25 → 2017-03-07

Rbc Rochdale, Llc

New York, NY
2012-02-21 → 2014-04-02

Advisors Asset Management, Inc.

Melville, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-02-18
S63	Uniform Securities Agent State Law Examination	2008-02-04

S65 Uniform Investment Adviser Law Examination

2012-02-18
S63 Uniform Securities Agent State Law Examination

2008-02-04

Designations

Other Names

Andrew M Almeida

View on SEC IAPD

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